[morning review]
In the morning, the two markets were mixed. As of the afternoon closing, the Shanghai Composite Index closed flat by 0.00% to 3577.03 points; The Shenzhen Component Index fell 0.20% to 14765.15 points; The gem index fell 0.29% to 3463.27 points. On the disk, the industries such as automobile, cement and building materials, education, securities and motors were active, and the material industry, wind power equipment, photovoltaic equipment, metal products, power grid equipment and other sectors led the decline. In terms of concepts, the concepts of vitamins, vocational education, chicken, low-carbon metallurgy and pork are strong, while the concepts of NFT, cloud games, virtual power plants, industrial machines and meta universe are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 723.72 billion yuan.
[afternoon opportunity]
On December 1, Weilai, Xiaopeng, ideal, Weima, Nezha, Zero run and other new car manufacturers in China released their new car delivery data in November, with a significant increase. The sales volume of Nezha, which was previously insignificant and adhered to the low-cost route, increased by more than 370% year-on-year, and delivered more than 10000 vehicles for the first time. Nezha, with strong popularity, recently obtained strategic investment from 360 Security Technology Inc(601360) company and Contemporary Amperex Technology Co.Limited(300750) .
The sharp increase in the delivery volume of new forces such as Nezha automobile shows that more and more Chinese consumers are willing to choose cheap new energy vehicles as commuting tools, and the cost performance is valued by many consumers. The relevant hot selling models are the products built by car enterprises according to the actual needs of consumers. Although the positioning is relatively low, it is very economical and practical. In the future, the growth space of new energy vehicles around these new markets and users is expected to be further opened. It is suggested to focus on relevant sectors.
